HDFC Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

HDFC Large and Mid Cap Fund - Growth Option

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Overview

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹21432 Cr	₹4934 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	18 Feb 1994	01 Oct 2019
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY LARGE MIDCAP 250 TRI	NIFTY LARGE MIDCAP 250 TRI
Turn Over	9.01%	70%
Expense Ratio	1.68	1.84
Manager	Dhruv Muchhal	Rakesh Shetty
ISIN Code	INF179KA1RT1	INF247L01965
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month	1.53%	6.9%
6 Month	20.52%	28.28%
1 Year	45.39%	57%
3 Year	26.17%	26.25%
5 Year	26.63%	-

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month	-	-
1 Year	18.92%	21.41%
3 Year	50.79%	54.76%
5 Year	101.91%	95.39%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year	27.86%	29.12%
3 Year	74.64%	74.72%
5 Year	110.02%	106.51%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation	12.97%	13.45%
Sharp	1.37%	1.28%
Beta	0.96%	0.92%
Alpha	3.24%	2.85%

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Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Name	Dhruv Muchhal	Rakesh Shetty
Total AUM	₹520687 Cr	₹33886 Cr
Fund Manage	40	19
	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	3.49	5.38
Large Cap	49.85	35.19
Small Cap	12.27	23.88
Mid Cap	34.39	35.54

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	2.51	1.5
Automobiles	3.09	-
Telecom - Services	2.16	-
Petroleum Products	2.8	-
IT - Software	7.09	-
Auto Components	4.17	-
Construction	1.57	9.44
Pharmaceuticals & Biotechnology	8.21	-
IT - Services	0.08	-
Industrial Manufacturing	1	-
Cement & Cement Products	1.47	-
Finance	9.38	-
Healthcare Services	2.45	-
Banks	20.09	-
Diversified FMCG	0.81	-
Non - Ferrous Metals	0.48	-
Realty	2.19	-
Agricultural, Commercial & Construction Vehicles	0.85	-
Chemicals & Petrochemicals	2.06	-
Leisure Services	1.82	-
Aerospace & Defense	2.87	-
Ferrous Metals	1.34	-
Fertilizers & Agrochemicals	1	-
Telecom - Equipment & Accessories	0.21	-
Consumer Durables	2.77	-
Insurance	2.48	-
Electrical Equipment	0.66	-
Personal Products	0.52	-
Transport Services	1.33	-
Industrial Products	1.98	-
Gas	1.44	-
Beverages	0.6	-
Entertainment	0.75	-
Agricultural Food & other Products	0.6	-
Oil	0.77	-
Retailing	1.83	-
Capital Markets	0.75	-
Financial Technology (Fintech)	0.52	-
Power	2.55	-
Commercial Services & Supplies	0.46	-
Textiles & Apparels	0.23	-
Transport Infrastructure	0.06	-
Capital Goods	-	21.39
Healthcare	-	8.96
Financial	-	15.47
Chemicals	-	2.09
Services	-	21.51
Metals & Mining	-	1.86
Consumer Discretionary	-	7.77
Diversified	-	2.31
Communication	-	3.31
Technology	-	2.34
Automobile	-	2.04